Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1M Buy
3,622
+1,460
+68% +$444K 0.36% 49
2025
Q1
$580K Buy
2,162
+632
+41% +$170K 0.22% 73
2024
Q4
$377K Buy
+1,530
New +$377K 0.15% 96